Event Calendar

Thursday, February 22, 2024

Retail Banking Leadership Series I & II (FKA: Branch Management School)

Start Date: 2/21/2024 9:00 AM EST
End Date: 2/22/2024 5:00 PM EST

Venue Name: The Four Points by Sheraton

600 Kanawha Blvd E
Charleston, WV  United States  25301

Organization Name: WVBankers

Amanda Cunningham
Email: acunningham@wvbankers.org
Phone: (304) 343-8838

Non-Member Price: $925
Member Price: $625
Discounted Member Price: $563 per person for 3+ registrants
(Savings of $62/per person)

Retail Banking Leadership Series
(Sessions I & II)

In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Retail Banking Leadership Series (formerly known as the Branch Management Series), updated for 2024.  
Retail Banking Leadership is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of the retail banking line of business for the bank.
Who Should Attend: All Retail Banking Managers at all levels of experience, as well as any Banker who is being prepared for a future retail management role. Candidates for this training include Branch Managers, Customer Service Managers, Sales and Service Managers, Retail/Branch Operations Managers, Assistant Branch Managers, Head Tellers/Universal Bankers, Human Resource Managers, as well as Senior Retail Managers who are seeking new frameworks and tools for developing their teams.
Benefits of the Series: 
  • Interact, network, and learn from the experience other retail bankers  
  • Create and execute an effective retail business plan
  • Implement a plan for your continued growth and development that is aligned with your manager’s and bank’s goals
  • Effectively communicate vision, purpose, strategies, and consequences for your team
  • Define and implement a culture of success
  • Understand how to relate to others more effectively
  • Build quality relationships and get important tasks done
  • Effectively address underperformers
  • Hire, promote, and retain the best
  • Build client loyalty and grow the bank
  • Streamline compliance requirements and retail operations
  • Better address conflict with others and manage stress
  • And much more!
To receive certification, attendees are required to:
  • Attend all sessions
  • Actively participate in all activities and exercises
  • Complete four post-session assignments

Session I: Essentials of Leading a High Performing Team - The session lays out foundational management and leadership principles. 

The agenda includes:
  • Where Am I Today?  Self-Assessment of Current Skills and Talents
  • The Challenge of Leadership in Today’s Retail Banking Environment
  • Leading with Vision, Purpose, and Values
  • Developing Your Business Plan
  • Building a High Performing Culture
  • Effective Communication Strategies
  • Performance Management Tools for the New Workforce
  • Business and Development Planning:  Putting Learning to Action

Session II: Building, Engaging, and Developing the Team - This session focuses on hiring, motivating, and developing the retail banking team.  Managers learn proven ways to engage team members and challenge them to exceptional performance.
The agenda includes:
  • Hiring, Promoting, and Retaining “the Best”
  • Effective Interviewing:  The Legalities and Best Practices
  • Getting the Right Person in the Right Seat
  • Creating Team Member Engagement
  • Key Needs and Motivations of Today’s Workforce
  • Coaching for Impact, Connection, and Results
  • Business and Development Planning:  Putting Learning to Action

Hotel Information: If you require an overnight room, you are responsible for making your own reservation. Please contact The Four Points by Sheraton, (304) 344-4092. Room temperatures vary, please bring a light jacket or sweater for comfort. Business Casual dress is appropriate.                  

Timing of your registration is critical. Seminars may be canceled if there are not sufficient registrations or may fill up; therefore, it is recommended that you register at least 10 days in advance.

Cancelation Policies:
  • Full refund if canceled 14 days or more ahead of seminar.
  • $75 cancelation fee if canceled within 6-13 days ahead of seminar.
  • No refund if canceled on or after 7 days ahead of seminar or for no-shows.
  • Substitutions are welcome.